Stability in

uncertain times

Award-winning strategies, delivering specialised investment solutions.

Stability in

uncertain times

Award-winning strategies, delivering specialised investment solutions.

ABOUT

Welcome to Fortlake

Fortlake Asset Management is an alternative fixed-income and credit specialist that provides institutional expertise in a highly specialised structure. With a focus on generating returns above inflation, we adopt a comprehensive and differentiated approach to fixed-income investment by integrating overlays, arbitrage strategies, credit opportunities, and high-grade bonds.

ABOUT

Welcome to Fortlake

Investment Philosophy

Specialist Fund Manager

We are a specialist fund manager offering bespoke services and backed by some of the most prominent and internationally recognised institutions in the financial service industry, such as Colonial First State (CFS) and J.P. Morgan. This enables us to provide our clients with institutional infrastructure and capabilities that are only available to some of the largest asset management institutions.

Investment Philosophy

Specialist Fund Manager

Strategies

World Leading Strategies

Fortlake Real-Income Fund
Minimum 3.5% target return above the current RBA cash rate

Fortlake Real-Higher Income Fund
Minimum 5% target return above the current RBA cash rate

Fortlake Sigma Opportunities Fund
Minimum 7-10% target return above the current RBA cash rate

Fortlake Sigma Opportunities Fund (Cayman USD)
Minimum 7-10% target return above the US Federal Funds Rate

Strategies

World Leading Strategies

Fortlake Real-Income Fund
Minimum 3.5% target return above the current RBA cash rate

Fortlake Real-Higher Income Fund
Minimum 5% target return above the current RBA cash rate

Fortlake Sigma Opportunities Fund
Minimum 7-10% target return above the current RBA cash rate

Fortlake Sigma Opportunities Fund (Cayman USD)
Minimum 7-10% target return above the US Federal Funds Rate

ESG

Responsible Investing

Fortlake is a PRI Signatory and integrates ESG (Environmental, Social and Governance) factors into its responsible investment process, as we believe ESG factors are vital to credit quality.

Fortlake is committed to responsible investment; Environmental, Social and Governance (ESG) are a standard consideration as part of our investment process. Fortlake is a signatory to the PRI. Fortlake believes that ESG related issues play a critical role in the outlook for overall credit quality.

ESG

Responsible Investing

Fortlake is a PRI Signatory and integrates ESG (Environmental, Social and Governance) factors into its responsible investment process, as we believe ESG factors are vital to credit quality.

MEdia

Inside Fortlake

MEdia

Inside Fortlake

Who are Fortlake AM

How is Fortlake Different

Why Absolute Return Fixed Interest

Unconstrained and Unmatched Webinar Recording

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Clients First

Trust & Respect

Clients First

Trust & Respect

Security

Who are Fortlake AM

How is Fortlake Different

Why Absolute Return Fixed Interest

Unconstrained and Unmatched Webinar Recording

Who Are Fortlake AM

How is Fortlake Different

Why Absolute Return Fixed Interest

Unconstrained and Unmatched Webinar Recording

CONTACT

Phone

Email

Sydney Office

CONTACT

Phone

Email

Sydney Office

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